Western Asset Inflation-Linked Opportunities & Income Fund
WIW
64 hedge funds and large institutions have $239M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0.47% less ownership
Funds ownership: 34.81% → 34.34% (-0.47%)
3% less capital invested
Capital invested by funds: $247M → $239M (-$8.55M)
4% less funds holding
Funds holding: 67 → 64 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$13.8M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.92M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.88M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.23M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.72M |
| 2 |
AIM
Assured Investment Management
New York
|
-$3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.74M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.01M |
| 5 |
EML
Eos Management LP
New York
|
-$1.44M |
WIW Hedge Fund Activity: Q4 2014 in Review
64 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2014, worth a combined $239M — down 3.5% from $247M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WIW and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 21 added.
The largest buyer was Financial & Investment Management Group, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $8.72M.
- 64 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2014, down from 67 in Q3 2014.
- Funds reported $239M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2014, down 3.5% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2014 and 7 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2014 was Financial & Investment Management Group, an estimated $13.8M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2014 was Wells Fargo, an estimated $8.72M sold.
Based on aggregated 13F filings for Q4 2014.